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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,757 | $108,897-5.6% | $100,378+2.4% | $145,877-29.6% |
| Participation rate | 64.7% | 83.0%-18.3pp | 81.5%-16.8pp | 80.3%-15.6pp |
| Annual return | 18.90% | 58.17%-39.3pp | 49.41%-30.5pp | 551.28%-532.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,488 | $8,455-46.9% | $8,087-44.5% | $6,691-32.9% |
| Admin fee / account holder | $4,606 | $9,690-52.5% | $7,899-41.7% | $13,402-65.6% |